NYLT
XEL icon

New York Life Trust’s Xcel Energy XEL Stock Holding History

New York Life Trust’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$3K Sell
58
-655
-92% -$27.8K 0.15% 162
2016
Q4 		$29K Buy
+713
New +$28.5K 0.14% 167

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

New York Life Trust's XEL Position: Q1 2017 in Review

New York Life Trust reduced its Xcel Energy (XEL) stake by 92% in Q1 2017, selling an estimated $27.8K and leaving 58 shares worth $3K. The position accounts for 0.15% of the portfolio, ranked #162.

New York Life Trust first reported a position in XEL in Q4 2016 and has held it in 2 quarters since. The position peaked at $29K in Q4 2016. 625 funds tracked by Wall St. Rank hold XEL as of Q1 2017.

  • New York Life Trust held 58 shares of Xcel Energy worth $3K as of Q1 2017.
  • New York Life Trust sold 655 Xcel Energy shares in Q1 2017, an estimated $27.8K.
  • Xcel Energy made up 0.15% of New York Life Trust's portfolio in Q1 2017, its #162 holding.
  • New York Life Trust first reported a position in Xcel Energy in Q4 2016 and has held it in 2 quarters since.
  • New York Life Trust's Xcel Energy position peaked at $29K in Q4 2016.
  • 625 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.